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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4326	PP Paladin Partners Hartland, Wisconsin	$15.5M	+$1.43M	12	10.22%	Increased
4327	AFG Artesa Financial Group Conroe, Texas	$15.4M	+$731K	7	13.2%	Increased
4328	BFPW BOK Financial Private Wealth Denver, Colorado	$15.4M	+$151K	34	0.79%	Increased
4329	ES Element Squared Minneapolis, Minnesota	$15.4M	-$7.63M	6	7.68%	Reduced
4330	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$15.4M	+$441K	11	10.44%	Increased
4331	HP Holistic Planning Nacogdoches, Texas	$15.4M	+$2.39M	16	2.4%	Increased
4332	GPA Garrison Point Advisors Walnut Creek, California	$15.4M	-$1.23M	5	6.26%	Reduced
4333	RRA Red Reef Advisors Boca Raton, Florida	$15.4M	-$551K	11	14.22%	Reduced
4334	KW Keyvantage Wealth Bethlehem, Pennsylvania	$15.4M	+$3.01M	15	5.83%	Increased
4335	FA FDx Advisors Chicago, Illinois	$15.4M	+$70.5K	11	4.65%	Increased
4336	SIG Spinnaker Investment Group Newport Beach, California	$15.4M	+$1.62M	7	2.46%	Increased
4337	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$15.4M	+$521K	10	13.01%	Increased
4338	KWM KMT Wealth Management El Segundo, California	$15.4M	+$13.3M	10	13.01%	Increased
4339	BFP Beacon Financial Planning Hyannis, Massachusetts	$15.3M	+$332K	6	5.2%	Increased
4340	OCM Orion Capital Management Coronado, California	$15.3M	+$1.23M	26	4.74%	Increased
4341	MWA Miller Wealth Advisors Ridgeway, Colorado	$15.3M	-$51K	7	6.47%	Reduced
4342	SF Succession Financial Mckinney, Texas	$15.3M	+$14.2M	3	14.55%	New
4343	RBC Rye Brook Capital Greenwich, Connecticut	$15.3M	-$1.31M	3	10.72%	Reduced
4344	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$15.3M	+$716K	5	4.63%	Increased
4345	RP Regal Partners Sydney, NSW, Australia	$15.2M	+$5.82M	13	0.84%	Increased
4346	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$15.2M	+$67K	8	8.49%	Increased
4347	PSP Pacific Sage Partners Edmonds, Washington	$15.2M	-$1.03M	9	2.16%	Reduced
4348	OCWP Owl Creek Wealth Partners Denver, Colorado	$15.2M	+$794K	65	4.45%	Increased
4349	HNW High Note Wealth Deephaven, Minnesota	$15.2M	+$275K	46	2.59%	Increased
4350	WWM WJ Wealth Management Glendale, Arizona	$15.2M	+$752K	8	6%	Increased